During week 23 of 2024, we added or updated 108 business profiles to/within our Solution Provider Directory across our Technology & Data and Consulting, Research & Support Services marketplaces. Each of these businesses has a solution offering of relevance to the business needs of wealth managers and their business profiles are each individually accessible via the links highlighted below.
In alphabetical order, the business profiles added to the site this week were: Dynasty Financial Partners, E*TRADE, EAI Information Systems, Economic Security Planning, eDocGen, Egnyte, eMoney Advisor, Empaxis, Employee Fiduciary, EncoreState Plans, Enfusion, Entoro, Envestnet, Envestnet | PMC, Envestnet | Yodlee, Envision Financial Systems, EquityNet, EquityZen, Erado, Estimize, Everplans, ExecPlan Express, Exiger, FA Match, FCI, FeeOnlyNetwork, Fi-Tek, Fidelity Digital Assets, finalytix, Financial Advisor Ally, Fingage, FinTech Studios, First Access, FLX Networks, FMG, FNEX, Focus Financial Partners, Formstack, Fresh Finance, FundersClub, Fundrise, Fusion Capital Management, Gainfully, Genivity, Genpact, gowealthpro, Gravity Investments, Guideline, Gust, Hanlon, Hearsay Systems, Here, IEX Exchange, IncomeConductor, INDATA, Inpher, Invstly, LikeFolio, Mitratech, Narmi, Nuance, Nymbus, Oncehub, OnCorps, OneLogin, Onramp Invest, Ontraport, Opto Investments, Orion, Paladin Digital Marketing, Paladin Registry, Palantir Technologies, Paychex, Pefin, Pico, Plaid, PolySign, Pontera, PortfolioShop, PowerAdvisor, ProTracker Software, Publicis Sapient, Quantifi, Quest CE, Red Oak Compliance, Redi2 Technologies, RegEd, Retiree Income, RFA, RIA Compliance Concepts, RIA Compliance Technology, RIA Innovations, RingCentral, Risclarity, RiXtrema, RockIt Solutions, ROL Advisor, Round, Satuit Technologies, Scalable Systems, Schwab Performance Technologies, SEI, Seismic, Silent Circle, SMArtX Advisory Solutions, Templum, The E-Valuator, and Wolters Kluwer
Adding or updating your business and solution profiles to/within our Solution Provider Directory
If you are a solution provider/vendor with an existing set of business and solution profiles in our Solution Provider Directory that need updating, or a solution provider/vendor not yet in our directory that we should add, please write to us at office@thewealthmosaic.com and we will work with you through what is a short and straightforward process.
Working with us
If you want to know more about the various ways we work with solution providers both in and around our directory and website and beyond, please see our full offering in our Work with Us in 2024 catalogue.
Join our community and follow us on LinkedIn here.
